Finastra

Fusion Invest

Composite Score

7.6 /10

CX Score

7.9 /10

11 Reviews Write a Review

Claim Software

What is Fusion Invest?

Fusion Invest answers the pressing concern of portfolio and investment managers today: performing better in a market that’s becoming ever more complex and highly regulated. This leading solution for investment management ensures better transparency and collaboration throughout the investment process delivering a consistent analytics framework on top of a real-time Investment Book of Record IBOR. Business functions including the front office, risk department, and back office are optimally aligned.

Company Details

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Fusion Invest Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

94 Likeliness to Recommend

100 Plan to Renew

79 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+99 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Fusion Invest?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Feature Ratings

Average 81

Portfolio Management

Multi Currency

Trade Management

Investor Relations Management

Compliance Management

Investment Accounting

Asset Management

Banking Risk Management

Fund Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Average 81

Business Value Created

Quality of Features

Vendor Support

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features

Usability and Intuitiveness

Ease of Implementation

Ease of Customization

Availability and Quality of Training

Ease of Data Integration

Fusion Invest Reviews

Mark M.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted May 2022

So adaptable and customizable

Likeliness to Recommend

9 /10

What differentiates Fusion Invest from other similar products?

Fusion Invest is a complete solution that helps our portfolio and investment managers work more efficiently and cleverly in an incredibly challenging and regulated market. It ensures optimal alignment between the investment team, risk department, portfolio managers, and operations by providing us with maximum deep visibility and supporting collaboration throughout the investment process.

What is your favorite aspect of this product?

This powerful and innovative strategy brings together a diverse group of collaborators and innovators to enable them to work smartly and cooperatively. It can be used on-premise or in the cloud giving us the freedom to use it depending on our tactical business model and service requirements. Fusion Invest allows all parts of our business resilience to be established and managed in a single system that can be readily accessible when our internal systems aren't.

What do you dislike most about this product?

The majority of feature upgrades come with additional implementation costs. Support services declare a problem as resolved quickly, even if it hasn't been. It took some time to line up with our infrastructure and synchronize all of our data. The cost is not exorbitant, but getting additional users registered takes a healthy amount of time.

What recommendations would you give to someone considering this product?

Fusion Invest not only automates tasks but also gives improved agility to businesses to freely scale and grow, as well as gives them access to the most innovative new features. Fusion Invest can be perfect for all financial institutions of all sizes throughout the world. Based on our risk models, every firm has extremely particular criteria, and this platform helps them to meet them all.

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Trustworthy

Balbir Singh C.

Role: Vendor Management
Industry: Technology
Involvement: Vendor Management and Renewal

Validated Review

Verified Reviewer

Submitted May 2021

It’s a nice product.

Likeliness to Recommend

8 /10

What differentiates Fusion Invest from other similar products?

It’s ease and functionality, good product

What is your favorite aspect of this product?

Easy to navigate and user friendly

What do you dislike most about this product?

Always a scope of improvement, at this point there is nothing to comment.

What recommendations would you give to someone considering this product?

It’s a good product.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Fusion Invest

What is Fusion Invest?

Company Details

Need Assistance?

Fusion Invest Ratings

94 Likeliness to Recommend

100 Plan to Renew

79 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+99 Net Emotional Footprint

How much do users love Fusion Invest?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Investor Relations Management Includes investment strategizing, communication, and collaboration.

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Investment Accounting Includes investment monitoring, financial account analysis and management, and record keeping.

Asset Management Solution centralizes an inventory of all corporate assets and integrates with a risk assessment of assets.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Fund Management Includes fund analysis, hedge fund management, and fund accounting.

Mergers and Acquisitions Includes security issuances, bidding coordination, and negotiations.

Contact Management Includes legal CRM, case and client history, and client portals.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Fusion Invest Reviews

Mark M.

So adaptable and customizable

Likeliness to Recommend

Pros

Balbir Singh C.

It’s a nice product.

Likeliness to Recommend

Pros

Feature Ratings

Portfolio Management

Multi Currency

Trade Management

Investor Relations Management

Compliance Management

Investment Accounting

Asset Management

Banking Risk Management

Fund Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Business Value Created

Quality of Features

Vendor Support

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features

Usability and Intuitiveness

Ease of Implementation

Ease of Customization

Availability and Quality of Training

Ease of Data Integration